Media Thread, page-6115

This Seagen deal is really exciting.
And it clearly highlights how undervalued
IMU is even at this stage.
The links posted here are well worth reading
yo better understand how well positioned
IMU is. LC has done a brilliant job.
SEAGEN has developed a technology for
treating solid tumors. Merck wants to pair
Keytruda with Seagen's drug to enhance the
outcomes for patients. Keytruda only works
fo a fraction of the possible patients. Merck
are hoping to change that with this deal.
I won't rewrite these articles here but, it's
clear that our technologies are far superior
in may aspects. There is no mention of
toxicity in these links, nor any mention of
immune memory to produce more
antibodies should the cancer return . Nor
do they have the ability to hunt down distant tumors.

Valuations of companies are often use
discounted cash flows, but that's clearly
impossible for earlier stage drug companies
like ours. It's better to use recent sales of
compyanf technologies in the same or
similar space, as done in real estate.. It
impossible to know what cash flows could
come to IMU with all its permeations into
the future.. There were studies of a similar
nature trying to ascertain if the box office
takings for movies could be predicted. The results showed it was impossible to predict sales in advance. The same principles would equally true for drugs.

A comparison valuation between companies
such as IMU and Seagen woukd be a much
more reliable way to value drug companies.
Particularly for us because our buyer will be
a Big Pharma, not cancer patients,
It's clear to me that IMU is holding much
better assets than Seagen. Their technology
does not come with many of the exciting
benefits that ours do. This might sound
crazy from a shareprice of .23 cents, but this
deal certainly makes it clear that IMU won't
be selling for any less than US$40bn, and
probably much more.
https://www.biopharmadive.com/news/sea
gen-tukysa-colorectal-cancer-results-
esmo/626579/

https://www.biopharmadive.com/news/seattle-genetics-merck-antibody-cancer-drug-deal/585159/